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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,805 | $184,000-67.5% | $162,185-63.1% | $152,909-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.86% | 150.80%-131.9pp | 115.61%-96.7pp | 345.46%-326.6pp |
| Employer contribution / active EE | $24,793 | $6,370+289.2% | $5,613+341.7% | $4,764+420.4% |
| Participant deferral / active EE | $19,776 | $8,033+146.2% | $7,297+171.0% | $5,851+238.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |